John Milliken, CEO of fintech Defaqto, has told Financial Planning Today that the company is planning to revamp the user experience and user interface of its Engage Financial Planning product.
Read more ...Quilter adds co-branding to platform
- Thursday, 05 October 2023
- Articles

Wealth manager and Financial Planner Quilter has added co-branding to its adviser platform.
Read more ...Tavistock begins to recover after making loss
- Thursday, 05 October 2023
- Articles

Financial Planning group Tavistock has seen an improvement in trading after last month reporting a loss of nearly £1m.
Read more ...PFS adds digital Consumer Duty tools
- Thursday, 05 October 2023
- Articles

The Personal Finance Society has launched a Consumer Duty digital learning tool for Financial Planners.
Read more ...Killik launches gilts portfolio
- Wednesday, 04 October 2023
- Articles

Wealth manager Killik & Co has launched an actively-managed Gilt Saver Service.
Read more ...Planners get behind World Financial Planning Day
- Wednesday, 04 October 2023
- Articles

Financial Planners are getting behind the seventh World Financial Planning Day which runs today (Weds 4 Oct).
Read more ...Demand for Financial Planning growing
- Wednesday, 04 October 2023
- Articles

LangCat adds policy tracker to regulation software
- Wednesday, 04 October 2023
- Articles

The LangCat has added a policy tracker to its regulation software for financial services firms.
Read more ...Walker wins CFP Professional of the Year Award
- Wednesday, 04 October 2023
- Articles

Alasdair Walker CFP has won the prestigious Certified Financial Planner Professional of the Year award in the CISI Annual Financial Planning awards presented last night.
Read more ...Politicians urged to end Triple Lock uncertainty
- Tuesday, 03 October 2023
- Articles

There has been a clamour of calls from the financial services sector this week for politicians to end the continuing uncertainty over the future of the state pension Triple Lock.
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